Make room for a better working day.

1. Your business, clearly presented

Bring together your trading name, customer-facing contact details and a short description of your services. Choose the information you want customers to see on your Tender business page.

2. Keep the customer close to the job

Record the right contact, the work address and any access arrangements. Keep notes practical and relevant to the job, so you have the details you need when you arrive.

3. Agree the work

Set out the scope, the price and any exclusions. Give your customer a clear way to review the quote, and agree changes before carrying out additional work.

4. Finish the paperwork

Check the completed work against the agreed scope, prepare the invoice and explain how to pay. Review the payment guide before choosing how to collect money.

5. Make it your working day

Set up your business, add a client and create your first job. Need a hand with payments, your business page or accounting connections? Contact the earnhouse team for help getting started.

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